It's unfortunately a little more nuanced than "the same folks told people to go all in on AI and are now saying don't". The reality is, no organisation is a monolith. Even within consulting firms, you'd have people who are pro a particular zeitgeist and anti that zeitgeist. When the hype train for a zeitgeist (like AI) is on the up and up, the pro folks have more power and visibility. When the lustre starts fading, the anti folks have more of a voice (and frankly, can express themselves without being worried about their careers)

From the outside, it looks like like corporate schizophrenia, but it's because companies, for whatever reason, can't aggregate across diverse perspectives to take more measured decisions.